Craig
Montanye
The Coury Firm
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About this Advisor
Craig Montanye is a financial advisor operating in Pittsburgh, Pennsylvania, with a total of 5 years of industry experience. Montanye currently works for The Coury Firm. Montanye has gained experience at The Ayco Company, L.P./Mercer Allied, Fsc Securities, The Coury Firm, LLC F/K/A The Coury Financial Group, Lp, Coury Investment Advisors, Inc and Coury Firm Asset Management LLC, D/B/A The Coury Firm. Montanye holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Pennsylvania and West Virginia. The Coury Firm is a firm based out of Pittsburgh, PA. The firm has a total of 19 employees. It administers $997 million in total assets across its 780 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 780 client accounts, 48% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on the type of services provided. Fees charged by The Coury Firm can be comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Coury Firm Brokerage Details
$997,019,611
19
780
$1,278,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Craig Montanye Work History
Craig has been registered as a financial advisor for 5 years.*
Coury Firm Asset Management LLC, D/B/A The Coury Firm
The Coury Firm, LLC F/K/A The Coury Financial Group, Lp
Fsc Securities
Coury Investment Advisors, Inc
The Ayco Company, L.P./Mercer Allied
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Montanye to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Coury Firm
Los Angeles, CA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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